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CRM Sales Process

This document presents real-world CRM sales process examples used by top Indian companies like BYJUu2019S, PaisaBazaar, and PolicyBazaar. It explains how structured, CRM-driven workflows improve lead management, follow-ups, and conversion rates. It emphasizes the importance of consistency, team visibility, and automation, with references to how TeleCRM supports each process.

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CRM Sales Process

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  1. CRM Sales Process Used by The 7 Best Sales Teams in India When your sales team doesn’t follow a process, chaos follows. Leads fall through the cracks, follow- ups are missed and even interested customers walk away. But when you bring in a proper CRM sales process? Suddenly your team becomes faster, sharper and far more consistent. Let’s explore how India’s top sales teams, from edtech to FMCG, are doing it and what you can learn from their CRM sales process. Why CRM sales process is important Think of a CRM sales process as your team’s sales GPS. Without it, reps go in circles—dialling 200 leads a day, following hunches, hoping to hit targets. But when is each step mapped, tracked and repeatable? Your reps know exactly who to follow up, when, how and with what message. That’s how you build strong relationships and consistent revenue. Now let’s see how some of India’s top-performing companies use CRM processes to do just that: 1. BYJU’S – Hyper-personalised sales at scale BYJU’S doesn’t just advertise aggressively; they also track every interaction. From getting students to register for mock tests → to parent counselling → to sending reps home for final sales, their CRM flow is razor-sharp. CRM sales process: Lead capture via ads and quizzes Funnel segmentation by student behaviour Counselling and in-person sales Follow-ups via calls, SMS and WhatsApp How Telecrm could help: BYJU’s BDEs handle 100s of leads daily. With Telecrm, they can: Auto-capture leads from Facebook/YouTube

  2. Auto-assign reps based on geography Track lead activity and past conversations Use auto-dialer and WhatsApp sequences 2. Edumentor – Simple, structured outreach Edumentor’s team runs over 40 centres in Delhi NCR. Their strength? A clean process—from cold calls to course suggestions. CRM sales process: Capture leads via website forms Connect via phone, build trust Recommend courses based on student profile Close deals via calls or centre visits How Telecrm could help: Replace Excel with clean lead pipelines Auto-dial saved leads Track counsellor performance Send course details over WhatsApp in 1 click 3. PaisaBazaar – Digital-first, human-backed PaisaBazaar attracts 1000s of loan queries daily. But it’s not just about traffic—they close by following up like clockwork. CRM sales process Capture loan leads via search Route to reps for product match Call and educate users Re-target via personalised SMS & email How Telecrm could help: Auto-route leads based on loan type Reminders for follow-up calls One-click SMS/WhatsApp with loan offers Sales dashboard to track conversions per rep

  3. 4. ICICI Securities – Educate to convert ICICI doesn’t just sell mutual funds—they guide first. Blogs, webinars and call-backs all tied together. CRM sales process: Educational blogs & gated content Capture leads via popups Nurture via email series Sales rep call + investment pitch How Telecrm could help: Track which content generated the lead Auto-assign to wealth advisors Follow-up reminders Call recording for quality check 5. PolicyBazaar – Insurance at the right time PolicyBazaar doesn’t wait. The moment you browse insurance, their team gets in touch with tailored advice. CRM sales process: Lead capture via app/website Auto-save user data and preferences Sales calls + WhatsApp reminders Policy renewal and follow-ups How Telecrm could help: Auto-trigger reminders near expiry Lead scoring based on browsing behaviour Use CRM tags to push relevant offers Enable reps to track 200+ leads/day easily 6. Jaro Education – High-ticket, high-effort sales Jaro sells flagship courses to working professionals. Their sales team runs on one engine—calls. CRM sales process:

  4. Raw leads → Cold calling Initial interest → Book appointment Meeting + in-depth pitch Multiple follow-ups till conversion How Telecrm could help: Auto-dialer to handle large volumes WhatsApp templates to speed up follow-ups Meeting reminders for hot leads Track lead stage across sales cycle 7. Dabur – Old-school reach, modern challenge Dabur’s field sales still runs heavily on calls, visits and Excel sheets. Interns track 1000+ retailers manually! CRM sales process: Retailer connect via calls/visits Collect orders manually Share schemes via SMS or email No central tracking How Telecrm could help: Create digital pipeline for retailers Auto-save interaction history Send new scheme alerts via WhatsApp Give reps mobile CRM for on-the-go order updates Conclusion: What’s common across all these? Every top brand has a clear sales process. Every successful rep follows that process. And every smart team uses a CRM to make it easier. Whether it’s B2C giants like BYJU’S or B2B players like ICICI Securities, a well-defined, CRM-backed sales process helps you engage leads better, close faster and grow sustainably. And that’s exactly what Telecrm helps you do—build a repeatable sales machine. Read the whole article: CRM Sales Process Used

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